Sheets Smith Wealth Management Vanguard Industrial ETF Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
A detailed history of Sheets Smith Wealth Management transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Sheets Smith Wealth Management holds 9,892 shares of VIS stock, worth $2.55 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
9,892
Previous 9,823
0.7%
Holding current value
$2.55 Million
Previous $2.55 Million
1.49%
% of portfolio
0.31%
Previous 0.32%
Shares
13 transactions
Others Institutions Holding VIS
# of Institutions
538Shares Held
17.7MCall Options Held
2.2KPut Options Held
0-
Wealthfront Advisers LLC4.64MShares$1.2 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC4.15MShares$1.07 Billion0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ878KShares$227 Million4.4% of portfolio
-
Morgan Stanley New York, NY725KShares$187 Million0.01% of portfolio
-
Beacon Capital Management, Inc.626KShares$162 Million7.13% of portfolio